Plan-It Capital Improvement Planning Software
Customer-Facing Technical ConsultantJoined on contract for CRM migration work, went full-time when the founder needed someone who could talk to customers and translate what they actually needed into specs the offshore dev team could build. Government finance SaaS serving municipal customers—so "customer discovery" meant figuring out what a city finance director in suburban Minnesota actually needed their capital planning software to do, not just what they said they needed.
The work: presales technical support (joined a deal where GIS integration requirements became a blocker—identified the real use case and proposed API-protected CSV export that closed it), customer implementations (proof-of-concepts during evaluation, technical relationship through first year), and the constant translation layer between non-technical founder vision and development team execution.